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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,070 | $165,399-51.0% | $149,745-45.9% | $158,982-49.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 9.61% | 348.34%-338.7pp | 276.72%-267.1pp | 302.99%-293.4pp |
| Employer contribution / active EE | $5,171 | $5,105+1.3% | $4,646+11.3% | $4,763+8.6% |
| Participant deferral / active EE | $7,221 | $7,183+0.5% | $6,843+5.5% | $5,983+20.7% |
| Admin fee / account holder | $17,371 | $10,811+60.7% | $9,312+86.5% | $11,252+54.4% |